Spencer Terris is a CFP® and Series 65 credentialed advisor with six years at Parallel Advisors, LLC and three years of industry experience. Prior to joining Parallel Advisors, he worked for six years at Hub Strategy and Communication. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including fixed income, mutual funds, ETFs, independent managers, and options strategies, along with technology-enabled tax-efficient rebalancing and held-away account management.

Sam Su is a CFP® with 25 years of industry experience, currently serving at Aegis Capital Corp. He previously worked at UBS Financial Services for 15 years, followed by roles at Morgan Stanley and Ameriprise. Aegis Capital Corp. offers investment advisory and financial services to individual and corporate clients, combining asset management, financial planning, brokerage, and insurance solutions. The firm serves a diverse client base with both discretionary and non-discretionary advisory relationships and is notable for its active broker-dealer operations.

Tanya Welch is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. She has been with BakerAvenue Asset Management LP since 2015. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm’s investment approach combines fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies, and it offers services including portfolio management, financial planning, family office support, and estate and philanthropy planning.

Jasmine Jordan is a financial advisor with Concorde Asset Management, LLC in San Francisco, CA, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2019 and previously at Comprehensive Financial & Tax and California Pizza Kitchen. Outside of her advisory role, she is involved as a Client Relationship Manager and Registered Assistant at Sequent + Real Estate Wealth Management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategist models, and offers a range of products including alternative investments and ERISA plan services.

Cody Martin is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He also serves on the board of the 5 Buckets Foundation, a nonprofit that promotes financial literacy. Martin has worked with Valmark Securities, ValMark Advisers, and SDM Advisors since 2019. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based portfolios and asset allocation, using mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisors under investment committee oversight.

David Ferguson is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. He previously worked for WETHERBY ASSET MANAGEMENT for 16 years. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, active manager due diligence, and coordinated wealth planning with outside professionals.

Victor Liao is a Series 66 licensed advisor with 20 years of industry experience. He has been with Parallel Advisors, LLC since 2011. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a multi-strategy approach that includes fixed income, mutual funds, ETFs, and independent managers.

Jason Jeung is a financial advisor at Seacrest Wealth Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He previously worked at Occidental Asset Management, LLC from 2013 to 2019 before joining Seacrest in 2019. Seacrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates fundamental and technical analysis, alternative investments, and AI-supported decision tools.

Joseph Rust is a CFP® professional with seven years of experience in financial advising, currently serving at Perigon Wealth Management, LLC. He has worked at Perigon Wealth Management since 2022 and previously at PM Wealth Management, LLC. Outside of his advisory role, he is a partner and accountant at Prager Metis CPAs, LLC, where he has worked since 1985, and he serves as a board member for the Alzheimer's Association. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and acts as sponsor and overseer of wrap-fee programs, distinguishing itself with its servicing of banking and thrift institutions.

Caitlin Pilisuk is a financial advisor at Perigon Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at MKT Advisors LLC and Keybank. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Wayne Wong is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently a wealth manager and executive director at Seacrest Wealth Management, LLC, and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in the sales of fixed and traditional insurance products. Seacrest Wealth Management is a multi-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach, utilizing fundamental and technical analysis to construct portfolios with a variety of investment vehicles, and offers specialized services including divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

Kyle Winterbotham is a Series 65-licensed financial advisor at LNW with nine years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2006 to 2023. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s investment approach centers on customized policy statements, strategic asset allocation with global diversification, active manager due diligence, and incorporates tax-aware and impact investing strategies.

John Bruno Jr. is a CFA® charterholder with 13 years of industry experience. He is currently with Wedbush Securities Inc. and Wedbush & Co., LLC, having previously worked at J.P. Morgan Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a combination of brokerage and SEC-registered investment advisory services, with capabilities spanning wealth management, fixed income, commodities, and capital markets, supported by extensive clearing, custodial, and prime services.

Thomas Beaty is a CFP® and Series 66 designated advisor with 27 years of industry experience. He is currently with Citizens Private Wealth, where he has worked since 2024, following a 13-year tenure at First Republic Investment Management and related entities. His experience also includes a brief period at J.P. Morgan Securities. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management, alongside specialized services such as ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational families and closely held businesses.

Michael Spieler is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 19 years of industry experience. He has been involved with Strategic Blueprint since 2021 and also owns Sherpa Financial Advisors, where he provides financial advisement and planning services. Spieler has worked at The Strategic Financial Alliance, Inc. since 2006. Strategic Blueprint, LLC is an enterprise firm based in Irvine, CA, with 52 advisors. The firm offers advisory services that integrate various financial planning and investment strategies.

William Clements is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Parallel Advisors since 2013. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient portfolio management.

Sean Hanson is a CFP® professional with 17 years of experience in financial services. He currently works at Empirical Wealth Management and previously held roles at NorthRock Partners and Ameriprise Financial Services, Inc. in San Francisco, CA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm employs a diversified investment approach grounded in Modern Portfolio Theory, offering discretionary and non-discretionary management along with affiliated real estate, insurance, and estate-planning services.

Benjamin Holtz is a financial advisor with McAdam LLC in Oakland, CA, holding a Series 65 credential and four years of industry experience. He has worked at McAdam LLC since 2021 and previously held roles at the University of California Berkeley from 2016 to 2021. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary portfolio management approach with a range of traditional and specialized investment options, including direct indexing, private funds, and cryptocurrency exposures.

Matthew Clements is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, holding a Series 66 designation with 14 years of industry experience. He has been with Parallel Advisors since 2013. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, often integrating tax-efficient strategies and independent manager recommendations.

Clint Christensen is a CFP® professional with 24 years of industry experience, currently advising at Brighton Jones LLC since 2007. He holds Series 63 and Series 66 licenses and is based in San Francisco, CA. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary management, family office services, and access to private investment opportunities.